Our Strategy

Adherence to Risk Management

Adherence to Risk Management

Adherence to Risk Management

We maintain a strict sell discipline:

  • Within each sector, securities in the bottom half of Bowling’s Model rank are sold automatically
  • When better alternatives are identified, holdings are swapped for higher ranked securities
  • Securities are sold in the case of events that could distort the model’s results, for example a financial restatement, SEC investigation and/or other major news.